Mar 3, 2020
Tobias Carlisle, founder of Acquirers Fund LLC, is well known in value investing circles. He defends this method while also pointing to the short opportunities that have emerged recently.
Where the macro picture is concerned, the coronavirus is still front and center. Here Carlisle expects corporate earnings to be impacted and doesn't anticipate central banks being able to help much. (This podcast was recorded before the Federal Reserve's 50 basis point cut announcement on March 3).
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Not intended as investment advice.